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16379: Drake Portals - Account and Subscription Settings


Drake Portals - SecureFilePro

Choose from the following frequently asked questions about Drake Portals - SecureFileProTM account settings: 

 

For a video tutorial of some of these options, see Account Settings (for Firm)

How do my employees or clients recover a forgotten username or password for Drake Portals?

A Drake Portals user can recover a forgotten username or password if a current email has been entered in the account. Your employees and clients recover passwords in essentially the same way:

  1. Go to the account login page (the internet address used to log in to the Drake Portals account).
  2. Click the Forgot user name or password?​ link.

  1. Proceed with either the Forgot Username or Password Reset: 
    • Forgot Username (requires entry of Drake Portals account email address)
    • PasswordReset (requires entry of Drake Portals username)
  2. Click Submit.
  3. They will receive an email with additional steps.

How do I set expiration for files in Drake Portals?

For new files 

You can set a global file expiration period on newly uploaded files in the Clients, Public, or Private folders in Drake Portals. This applies to any file that is uploaded after the expiration setting is changed.

To select a file expiration period, do the following: 

  1. Click on your username in the top right corner. 
  2. Select Account Settings
  3. On the Account tab, select the desired time frame for Client Files Expire, Public Files Expire, and Private Files Expire.
    • Available expiration periods are
    • Never
    • 7 days
    • 30 days
    • 60 days
    • 90 days
    • 6 months
  • Expiration occurs in the early morning on the last day of the period.
  • To complete these folder tasks, a login with Admin access level is required.
  • Changes are saved automatically.

The following steps show the process when logged in to the Drake Portals Website. Some settings are available through the Drake Tax Integration. For information about the setting location in Drake Documents, see Related Links below. A change in either location will affect settings globally for the Drake Portals account. 

For existing files

For all files in a folder - set a default expiration date for all existing files in a particular folder. This change can be made for the ClientsPublic, Private, and Guest Exchange folders

  1. From the main page of Drake Portals, select your username in the top right.  
  2. Select Firm Management.
  3. Click on the File Maintenance tab and locate the Expiring Files section.
  4. Choose Clients, Public, Private, or Guest Exchange location in the Set files in drop list.
  5. For the selected folder, choose what date the files should be set to expire. 
  6. Click Set Expiration to save changes.

How do I change the name that is part of the internet address of my Drake Portals account?
An administrator can request a change in the name that appears in your Drake Portals account (domain name) address. The name appears after "https://" in the address field of your Drake Portals URL: 

https://yoursitename.securefilepro.com/portal/

The account address also is displayed as a hyperlink in client notification emails sent from Drake Portals to your clients.

To request a change on the Drake Portals Website:

  1. Log in to your Drake Portals account as an administrator.
  2. In the upper right side of the page, click on your username and then choose Account Settings.
  3. On the bottom section of the Account tab, expand the Advanced Settings section. 
  4. Under the Account Owner section, select the link Request Domain Name Change.
  5. On the Request Domain Name Change screen, enter the new name.
  6. Select Submit Request.
  7. An email is sent to the email on file confirming that the request has been received and advising that you will be notified when the request has been processed.

 

To request a change on the Drake Tax Integration:

  1. Open Drake Tax and go to Documents. Drake Documents opens. 
  2. Go to Setup > SFP Settings
  3. On the Account tab click Request
  4. Alter the address in the Requested domain address field.
  5. Click Submit
  6. An email is sent to the email on file confirming that the request has been received and advising that you will be notified when the request has been processed.

How do I add or change the logo on my Drake Portals site?

The Drake logo is displayed by default but can be changed to a custom logo. A login with Admin access level is required.

For a custom logo, prepare a graphic image using these guidelines, and save it to a location where you can find it:

Maximum file size:
100 KB
Suggested file dimensions: 290 X 75 px
Allowed file types: .jpeg, .jpg, .gif, .png

On the Drake Portals website, follow these steps:

  1. Click on your username and choose Account Settings.
  2. On the Account tab, locate the Firm Name and Logo area on the left, the currently loaded logo image is displayed.
  3. Click Change Logo.
  4. Browse to the graphic image you want to use, select the image file and click Open.
  5. You are returned to the Firm Name and Logo section with the selected image displayed.
  6. Changes are saved automatically.

On the Drake Tax Integration, follow these steps: 

  1. Open Drake Tax and go to Documents. Drake Documents opens. 
  2. Go to Setup > SFP Settings
  3. On the Account tab click Change below Firm Logo
  4. Browse to your desired logo and click Open
  5. Settings are saved automatically. 

How does the Drake Portals auto-renew feature work?

Once a firm has setup an Drake Portals firm account and entered credit card information, Drake Portals will automatically bill that credit card monthly or annually, depending on the plan selected. You will receive a reminder email informing you of the upcoming auto-withdrawal. Once your card is charged, you will receive a confirmation email receipt showing the amount charged and other renewal information. 

If a credit card expires or is declined, the first missed payment results in a delinquent status. The firm, and its clients (taxpayers), can still access all account features and files while the account is in delinquent status.

If a payment is missed while the account is in delinquent status, all firm and client access is shut off and the account is placed in suspended status. An Drake Portals account Admin may still access their web-portal login (sign in) page and make a payment to bring the account back into current status.

If an account is canceled by user request, the account is put into cancel pending status until the next billing cycle. The user still has full access to the account while it is in cancel pending. At the next billing cycle, the account is canceled. The user can log in (sign in) to the account for 30 days after that to renew the account. After another 30 days pass without any payment, the account is deleted, and the domain is recycled. 

How do I upgrade or downgrade my Drake Portals subscription?

To upgrade or downgrade your Drake Portals subscription you will need to log in (sign in) to your Drake Portals website as the Primary Administrator. 

  1. Select your username in the upper right.
  2. Select Account Settings, and expand the Advanced Settings section. 
  3. In the Account Owner section near the bottom, select Change/Update Plan.
  4. If you are using the free trial version, an Upgrade Trial is offered before you proceed to the Change Your Plan screen.
  5. On the Update Your account screen, select the desired plan and click Check Out to save the change and proceed to payment.
    • You may select to purchase additional storage space as well. 
  6. On the next screen enter your payment information and select Submit Order.

Note:

  • An upgrade is effective immediately and may be prorated. Any pro-ration appears on the emailed receipt.
  • A downgrade is effective at the beginning of the next billing cycle. You are responsible for the full subscription payment for the current billing period. There are no prorated refunds.

How do I cancel my Drake Portals account?

Monthly and annual subscriptions can be cancelled at any time in the Account Owner section of your Drake Portals website (Primary Administrator login required). A cancellation notice, once received and verified, suspends the subscription at the end of the current billing period. You are responsible for the full subscription payment for the current billing period. There are no prorated refunds.

If you restore your account before the end of the current billing period, you will not incur any additional charges. If you do not restore your account before the end of the current billing period, your account will be subject to termination.

At termination, your account is completely removed from the system, and Drake Software has no obligation to continue storing or providing access to the documents you have uploaded to your account. Drake Software, at its sole discretion, can decide to recycle your account sub-domain (for example, subdomain.securefilepro.com).

Note: If your account is in delinquent or suspended status, you must log in to pay the balance due before canceling. 

If an account is canceled by user request, the account is put into cancel pending status until the next billing cycle. The user still has full access to the account while it is in cancel pending. At the next billing cycle, the account is canceled. The user can log in (sign in) to the account for 30 days after that to renew the account. After another 30 days pass without any payment, the account is deleted, and the domain is recycled. 

Steps to Cancel an Account:

  1. Log in to your Drake Portals website as an administrator. 
  2. Select your username in the upper right.
  3. Select Account Settings.
  4. Near the bottom of the page, expand the Advanced Settings section.
  5. Under Account Owner, click Cancel Subscription.
  6. On the Cancel Subscription screen, enter a reason for cancellation and click Yes.
  • After submission, an email notifies you that the cancellation has been received.
  • If you get an internal server error, you may need to clear your browser history-- see Related Links below. 
  • If the request to cancel the subscription was made in error, the account may be re-activated within 30 days of cancellation. To restore your account, log in to your site and select Settings in the upper right. Select Account Settings. Near the bottom of the page, expand the Advanced Settings section. Under Account Owner, click Reactivate Account.
  • Your cancellation request must be received by the last day of the month to be processed by the next billing cycle.
  • For more information, contact Drake Software Support at (828) 524-8020.
How do I change the credit card information in my firm account for Drake Portals?

To change the credit card in the firm account, log in to your Drake Portals account as the Primary Administrator.

  1. Click on your username in the upper right, and choose Account Settings
  2. Near the bottom of the page, click Advanced Settings.
  3. Scroll down and under the Account Owner section select Edit Credit Card Information.
  4. Enter the new credit card information and select Submit your update.

What is the idle or "time out" period?

The website will time out or become locked after 15 minutes of inactivity on the site (not the computer). This applies to all Drake Portal logins including administrator, preparer, and taxpayer. 

How do I edit the time zone that I am located in? 

  1. Log in to your Drake Portals website as the Primary Administrator. 
  2. Select your username in the upper right.
  3. Select Account Settings, and expand the Advanced Settings section. 
  4. Under the Account Owner section, select the appropriate Time Zone in the drop list. 
  5. Changes are saved automatically.

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